Rep Resources

Practice Building and Client Engagement

As your dedicated partner, we want to ensure you have everything you need to succeed.

We have developed and curated a treasure trove of invaluable value-add resources to enable you to educate clients on planning for retirement as well as elevating your practice for greater success.

Our Practice Building and Client Engagement Content Hub is here to deliver relevant themes of curated sales ideas, brochures, presentations, and more.

Topics we aim to include:

Client Engagement Topics	Practice Management Topics
Tax Deferral Estate Planning Life Stage Investing Women and Money Helping Aging Parents Social Security Medicare Introduction to Annuities	Referral Guides Great Wealth Transfer Scaling for Financial Security

You must be appointed with Security Benefit to take advantage of our value-add library. Not yet appointed?

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We will continually add new topics and resources to this page, so check back often! This library is one more way Security Benefit is here to help you have deeper conversations with your clients, build stronger relationships, and build your practice so you can continue taking your clients To and Through Retirement®.

Are You (And Your Clients) Ready for the Great Wealth Transfer?

Ready for the Great Wealth Transfer?

As trillions of dollars transfer from baby boomers to the next generations, many advisors fear beneficiaries will take their money elsewhere. Click through for tools to help you succeed during the Great Wealth Transfer.

Prepare for Wealth Transfers

Introducing Annuities to Your Clients

Introduction to Annuities

Our value-add tools, including a seminar and sales ideas, help you educate your clients on how annuities can fit into their overall retirement plan.

Introducing Annuities

Retirement Challenges for Your Female Clients

Retirement Challenges for Women

Women face multiple retirement challenges that differ from those of men because they typically live longer, have less time to save, and continue to face a wage gap.

Overcome Retirement Challenges

How Tax Deferral Can Boost Your Clients Savings Potential

Clients looking for strategies to relieve the tax burden and save more for retirement may be interested in tax deferral options like annuities.

Help Your Clients with Tax Deferral

Clients as Caregivers: Helping Aging Parents Adapt to Change

Clients with aging parents may need adjustable and adaptive plans to help navigate their parent's financial affairs.

Read Clients as Caregivers

Family meeting with financial professional

Estate Planning for Clients With Special Needs Loved Ones

Clients will want to ensure their loved ones have the ongoing financial support to live as independently as possible.

Tips on Specialized Estate Planning